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The agency would have us take a step backward and limit the use of forward-looking datasets.September 29
CEOEntelligent -
More than 40% of Black and Hispanic adults say they have used money from a savings or retirement account to pay their bills since the outbreak began, a survey finds.September 25
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The Labor Department has opened the door to using PE as a component of a target date fund held within a DC plan, writes iCapital Network CEO Lawrence Calcano.September 25
Chairman and CEOiCapital Network
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“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.September 22
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Could single premium immediate annuities be the answer to ultralow rates?September 21
FounderWealth Logic
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“Expense ratios matter to most people, particularly when you're looking at these mostly passive funds,” an expert says.September 15
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More than 60 million Americans could receive slightly higher benefits next year, according to a nonpartisan advocacy group’s new projection.September 15
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The executive order provides "temporary relief for employers" to “pay the employee portion of Social Security payroll taxes,” confirms Republican Rep. Kevin Brady.September 11
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To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.September 10
